Tradition Wealth Management, LLC Donoghue Forlines Risk Managed Transaction History

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Tradition Wealth Management, LLC transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 49,768 shares of DFNV stock, worth $1.84 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
49,768
Previous 44,809 11.07%
Holding current value
$1.84 Million
Previous $1.41 Million 18.25%
% of portfolio
0.16%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$29.3 - $33.61 $145,298 - $166,671
4,959 Added 11.07%
49,768 $1.67 Million
Q2 2024

Aug 12, 2024
BUY
$0.0 - $31.57 $0 - $802,130
25,408 Added 130.96%
44,809 $1.41 Million
Q1 2024

May 13, 2024
BUY
$26.98 - $30.62 $64,347 - $73,028
2,385 Added 14.02%
19,401 $591,000
Q4 2023

Feb 12, 2024
SELL
$23.6 - $28.12 $23,080 - $27,501
-978 Reduced 5.44%
17,016 $473,000
Q3 2023

Nov 13, 2023
BUY
$24.54 - $26.7 $399,977 - $435,183
16,299 Added 961.59%
17,994 $447,000
Q2 2023

Aug 14, 2023
BUY
$22.34 - $25.43 $37,866 - $43,103
1,695 New
1,695 $43,000

Others Institutions Holding DFNV

# of Institutions
21
Shares Held
1.77M
Call Options Held
0
Put Options Held
0
View Full List

About DONOGHUE FORLINES RISK MANAGED

DFNV Quotes by TradingView
  • Ticker DFNV
  • Sector ETFs
  • Industry ETFs
More about DFNV
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